WIM

Westside Investment Management Portfolio holdings

AUM $626M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$455K
3 +$415K
4
ALXN
Alexion Pharmaceuticals
ALXN
+$368K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$264K

Top Sells

1 +$64.3M
2 +$1.54M
3 +$475K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$426K
5
META icon
Meta Platforms (Facebook)
META
+$366K

Sector Composition

1 Technology 12.81%
2 Healthcare 11.54%
3 Industrials 11.18%
4 Consumer Discretionary 5.18%
5 Communication Services 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$20.8K 0.01%
118
377
$20.6K 0.01%
600
378
$20.5K 0.01%
406
379
$20.5K 0.01%
165
380
$20.5K 0.01%
575
381
$20.3K 0.01%
500
382
$20.2K 0.01%
119
383
$20.2K 0.01%
337
+287
384
$20.1K 0.01%
193
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385
$20.1K 0.01%
186
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386
$20K 0.01%
725
+225
387
$19.9K 0.01%
151
388
$19.7K 0.01%
+591
389
$19.6K 0.01%
119
390
$19.6K 0.01%
250
391
$19.6K 0.01%
332
392
$19.5K 0.01%
219
393
$19.2K 0.01%
210
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394
$18.9K 0.01%
300
395
$18.9K 0.01%
300
396
$18.7K 0.01%
+679
397
$18.7K 0.01%
133
398
$18.6K 0.01%
238
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399
$18.5K 0.01%
333
400
$18.3K 0.01%
520
+232